Filed December 8, 2010 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO IN Service code 28 · EIN 95-2632339 | Investment Management | $593,368 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $562,864 |
HERRONPALMER1 year Filed as: HERRONPALMER, LLC Service code 16 · EIN 45-4725418 | Consulting | $10,355 |
POLSINELLI1 year Filed as: POLSINELLI SHUGHART Service code 29 · EIN 43-1064260 | Legal | $6,384 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 12.25% | 9.41%+2.8pp | 5.00%+7.2pp | 9.19%+3.1pp |
| Employer contribution / active EE | $2,489 | $8,353-70.2% | $35,918-93.1% | $12,608-80.3% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |